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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,658 | $108,922-71.9% | $100,398-69.5% | $145,978-79.0% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 7.55% | 58.04%-50.5pp | 49.32%-41.8pp | 550.52%-543.0pp |
| Employer contribution / active EE | $1,023 | $4,426-76.9% | $3,946-74.1% | $4,662-78.1% |
| Participant deferral / active EE | $3,169 | $8,450-62.5% | $8,084-60.8% | $6,690-52.6% |
| Admin fee / account holder | $7,369 | $9,680-23.9% | $7,893-6.6% | $13,400-45.0% |